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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
David Wood (CRD# 2384874) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 30 years of experience in the finance industry.
Jason Dunn (CRD# 7459825) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Frankfort, KY and has over 2 years of experience in the finance industry.
Robert Groce (CRD# 7173407) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 3 years of experience in the finance industry. Robert Groce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Stratton (CRD# 1832618) is an Investment Advisor Representative working at Vistafront Partners Inc. in Frankfort, KY and has over 3 years of experience in the finance industry.
Josh Ackerman (CRD# 5157750) is an Investment Advisor Representative working at Context Financial LLC in Lexington, KY and has over 13 years of experience in the finance industry. Josh Ackerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Adams (CRD# 1061144) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, KY and has over 41 years of experience in the finance industry.
Stephen Allen (CRD# 6589185) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Lexington, KY and has 1 year of experience in the finance industry.
Venkata Alluri (CRD# 6802393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 6 years of experience in the finance industry.
Francis Almeida (CRD# 3272958) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 23 years of experience in the finance industry.
Aaron Ammerman (CRD# 2178388) is an Investment Advisor Representative working at Alpha Financial Partners LLC in Lexington, KY and has over 28 years of experience in the finance industry.